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Boeing
BA

Overview Fund Activity

1,167 hedge funds and large institutions have $67.2B invested in Boeing in 2014 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 458 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
-29
Holders Change %
-2.42%
% of All Funds
33.89%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
1.71%
New
66
Increased
458
Reduced
475
Closed
85
Calls
$1.07B
Puts
$1.86B
Net Calls
-$797M
Net Calls Change
+$268M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$322M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
VVP
Vulcan Value Partners
Alabama
+$175M
4
WRF
Waddell & Reed Financial
Kansas
+$136M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$303M
2
JHIU
Janus Henderson Investors US
Colorado
-$302M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$273M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
5
EVM
Eaton Vance Management
Massachusetts
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1001
Empirical Wealth Management
Washington
$278K +$34.4K +270 +14%
DMC
1002
Drexel Morgan & Co
Pennsylvania
$277K – – –
BBI
1003
Baxter Bros Inc
Connecticut
$276K -$58.3K -457 -17%
ECM
1004
Evergreen Capital Management
Washington
$274K – – –
BO
1005
Bank OZK
Arkansas
$274K +$1.79K +14 +0.7%
EA
1006
Elm Advisors
California
$273K – – –
ITIM
1007
Indiana Trust & Investment Management
Indiana
$270K – – –
FB
1008
Fulton Bank
Pennsylvania
$270K – – –
STMM
1009
South Texas Money Management
Texas
$270K +$19.5K +153 +8%
EBSAM
1010
Eubel Brady & Suttman Asset Management
Ohio
$270K +$255 +2 +0.1%
KFA
1011
Kelleher Financial Advisors
New York
$269K – – –
VFA
1012
Virtus Fund Advisers
Connecticut
$265K -$764K -5,989 -74%
EHC
1013
Everett Harris & Co
California
$264K -$127K -1,000 -33%
LDB
1014
Lee, Danner & Bass
Tennessee
$264K +$264K +2,069 New
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$263K – – –
PAM
1016
Princeton Alpha Management
New Jersey
$262K -$2.2M -17,269 -89%
ORI
1017
Oak Ridge Investments
Illinois
$261K – – –
MPIA
1018
Mountain Pacific Investment Advisers
Idaho
$261K – – –
JMH
1019
J.M. Hartwell
New York
$255K – – –
ARMC
1020
American Research & Management Company
Massachusetts
$255K – – –
KC
1021
Kingfisher Capital
North Carolina
$253K +$253K +1,982 New
DVM
1022
Dreman Value Management
Florida
$252K +$252K +1,975 New
PFM
1023
Parsec Financial Management
North Carolina
$251K – – –
CPO
1024
Cerity Partners OCIO
New York
$250K +$5.35K +42 +2%
AP
1025
AHL Partners
United Kingdom
$250K +$250K +1,959 New
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